Risk Management Business Development

Upper Chichester, PA ***** " 609-***-**** ******.******@*****.***

Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations.

" Project Finance Management

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

" Financial Oversight

" Relationship building

" Business Development

" Conflict resolution

" Strategic planning

" Financial Decision making

" Cash Handling Expertise

" Financial Software

WIDNIE DUMONT

" Account Analysis

" Annual Budget Development

PROFESSsIONAL SUMMARY

JPMorgan Chase - Newark, DE

SKILLS

Consultant Ops Investment Analyst, 02/2024 -Current

" Financial Advising

" Budgeting and Finance Competence

" Strategic Planning

" Team Player

" Attention to Detail

" Account Review

" Sales management

" Compliance management

" Goal setting

" Business Analysis

" Strong leadership

WORK HisTORY

" Streamlined internal processes to enhance team efficiency and improve overall project outcomes.

" Maintained and update databases and records related to potential and existing investments

" Created and developed detailed work plans to meet business priorities and deadlines.

" Collaborated with cross-functional teams, including legal, compliance, and risk management, to ensure successful deal execution.

" Categorized daily minimum 50 confirmations for classification.

" Chased approximately 20 clients daily to complete the process of trading.

" Kept clients' folders up to date.

" Improved emergency resolution processes to save time.

" Balanced multiple priorities during peak hours while maintaining a calm demcanor under pressure.

" Implemented best practices to optimize clients" organizational performance, leading to improved operational efliciency.

Assistant Branch Manager, Lead Associate Operations, 06/2021 -05/2022 JPMorgan Chase - Wilmington, DE

" Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.

" Contributed to the devclopment and implementation of strategic plans for the branch that aligned with overall bank objectives, driving sustained growth and success.

" Facilitated customer satisfaction by executing personal communication and frequent follow-ups approximately 30 incoming calls, emails and faxes per day from customers.

" Implemented process improvements to increase productivity.

" Maintained friendly and professional customer interactions.

" Assessed employee performance and developed inprovement plans.

" Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching emplayees on company protocol and payroll operations.

" Developed strategic plans for day-to-day financial operations. Assistant Branch Manager, 05/2020 -06/2021

Citizens Bank - Havertown, PA

"Supervised and evaluated 7 to 10 employees daily and helped them to improve their skills, achieve daily objectives, and attain advancement.

" Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.

" Streamlined branch operations for increased efficiency through implementation of new processes and procedures.

" Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.

" Developed strong relationships with key clients, contributing to significant growth in business revenue.

" Conducted weekly staff meetings to motivate staff members, address concerns, and questions. plan improvements and evaluate progress toward goals.

" Created strategies to develop and expand existing and new customer sales, resulting in increase in annual sales.

" Complied with established internal controls and policies. Customer Service Representative II /Store Supervisor, 10/2014 -05/2020 TD Bank - Haddon Heights, NJ

" Assisted customers via telephone with up-to-date knowledge regarding banking services.

" Multitasked spectrum of customer service and administrative duties.

" Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.

"Maintained customer satisfaction with forward-thinking strategies focused on addressing customer necds and resolving concerns.

" Offered advice and assistance to customers, paying attention to special needs or wants.

" Clarificd customer issues and determined root cause of problems to resolve product or service complaints.

" Participated in team meetings and training sessions to stay informed about product updates and changes.

" Provided primary customer support to internal and extermal customers.

" Delivered prompt service to prioritize customer needs.

"Met customer call guidelines for service levels, handled time and productivity.

" Followed up with approximately 20 customers daily to resolve issues and to maintain high standards of customer service.

" Educated customers about billing, payment processing and supporting policies and procedures.

" Enhanced productivity levels by anticipating needs and delivering outstanding support.

" Cross-trained and provided backup support for organizational leadership.

" Increased efficiency and performance by monitoring team member productivity and providing feedback.

" Reached out to customers after completed sales to suggest additional service or product purchases.

" Promoted available products and services to customers during service, account management, and order calls.

" Traincd new personnel regarding company operations, policies, and services. Business Management & Control, 04/2008 - 10/2011

Bank Of Nova Scotia - Port-au-Prince Haiti

" Managed approximately 30 incoming calls, emails and faxes per day from customers.

" Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.

" Supported business management projects by monitoring and tracking risks, issues and action items.

" Developed initial sales roadmaps and market strategies to promote successful product launches.

" Evaluated customer nceds and fecdback to drive product and service improvements.

" Educated staff on organizational mission and goals to help employees achieve success.

" Conducted regular reviews of operations and identificd areas for improvement.

" Developed effective improvement plans in alignment with goals and speccifications.

" Anticipated financial impact from operational issues and worked with leadership to develop solutions.

" Researched industry and marketplace trends to enhance sales techniques and meet customer needs. Master of Science: Finance, 05/2024

Rowan University - Glassboro, NJ

" 3.3 GPA

" Graduate

Certificate : Certified Financial Planner, 05/2023 DeSales University -Center Valley, PA

Certificate received

Bachelor of Science: Business Administration And Management, 0S/2008 IHECE - Port-au-Prince

" 3.4 GPA

" Diploma Received

English

Full Professional

EDUCATION

Creole

Native or Bilingual

LANGUAGES

French

Native or Bilingual

Student No: 916424834

Record of: Widnie Dumont

Current Name: Widnie Dumont

Issucd To: WIDN IE DUMONT

Program

Course Level: Graduate

Degrec (s) Sought Master of Science

Current College : College of Bus iness

Current Major : Finance

SUBJ NO.

Degrees Awarded Master of Science 30-MAY-2024

Program

Current College : College of Business

Current Major : Finance

INSTITUTION CREDIT:

Fall 2022

Collcge of Business

Finance

FIN 04540

FIN 04518

CUM

Spr ing 2023

Upper

Finance

College of Business

FIN 04560

Ehrs:

CUM Ehrs:

023

leg

Finance

Chtchester. PA 19061

Su of Business

FIN 04530

FIN O4511

CUM

AVe

FINANICAL INSTITUTIONS MCMT

DERIVATIVE SECUR&FIN RISK M

S:

QPts:

cOURSE TITLE

Hrs:

FINANCIAL DECISION MAKING

FIXED 1NCOME SECURITIES

6.00 GPA-Hrs: 6.00 QPES

12.00 GPA-Hrs: 12.00 QPLS

MULTINATIONAL FINANCE MGNT

QUANTI TATIVE METHODS IN FIN

Ehrs: 6.00 CPA-Hrs- 5.00 QPts.

Rowan University

201 Mullica Hill Road

Glassboro, NJ 08028-1701

CR/WK GRD

21

3.00 B4

3.00 A

3.00 A

3.00 C

17.10 GPA:

39.00 GPA:

3.00 B+

3.00C

9.90

12.00

1.10

6.00

2.850

3.250

9.90

6.00

cOURSE TITLE

Institut ion Infornat ion cont inued:

15.90 GPA:2.650

SUBJ NO

Fall 2023

College of Business

Finance

QPTS R FIN 04600

FIN 04505

FIN 04520

eUM Ehrs: 24 00 CPA-Hrs:

Spring 2024

College of Business

ACC 03510

Ehrs:

cUM Ehrs:

TOTAL TRANSFER

ADV FINANCIAL PLANNING

FINANC IAL MODEL ING

TOTAL 1INSTITUTION

OVERAL

CONTINUED ON NEXT COLUMN pES

oUNDED 1923

INVEST ANALYSIS/PORTFOLIO M

FINANCIAL STATEMENT ANALYS

6.00 GPA-Hrs: 6.00 QPts:

30.00 GPA-Hrs: 30.00 QPts:

TRANSCRIPT TOTALS

Earned

30 00

0.00

OPt:

24.00 OPts:

30.00

30 00

0.00

30.00

Date Issued: 27-JUN-2024

END OF TRANSCRIPT

CR/WK GRD

gg o0

3.00 A

78.90 GPA:

3.00 A

3.00 B

20. 10 CPA

99.00 GPA

0.00

3.00A

99.00

Page

CPA

3.300

0.000

3.300

OPTS R

12.00

12.00

3 288

12.00

8.10

3.350

3.300

Linda Drexel

University Registrar

2311-0Ds2-M2TC DeSales aiuersity

Wionie Bumont

This cerfifies that

by the authority of the Board of Trustees and upon the rerommendafion of the Fucults is hereby awardeà the rerfifieate af

Financial Jlanntng

Siuen at Center Balley in the Commøníealflh of Bennsyluania on this sixth dus of May in the year of ®ur Horà fíuo thousand and tíuenty-thr. President

Jrobost

Chairman of the oarh af Urustrs

INSTITUT DES HAUTES ETUDES COMMERCIALES ET ECONOMIQUES CENTRE UNIVERSITAIRE PRIVE RECONNU D'UTILITE PUBLIQUE- LICENCE DE FONCTIONNENENT DU MENFP AU Ag:176

(IHECE)

DIPLÔME

Vu le Procès Verbal des Examens de Fin d'Etudes de l'année Académique 2007-2008 attestant que IMECE Né (e) à Port-au-Prince, le I mai 1984 a complété les quatre (4) années du cycle de Formation et satisfait aux exigences du Programme d'études y relatives, en attendant la soutenance d'un mémoire en vue e l'obtention de la Licence. avec tous les droits et privilèges qui s'y rattachent. WIDNIE DUMONT

Conformément aux Statuts et Règlements en vigueur à l'LH.E.C.E. Nous, Président du Conseil, en vertu des pouvoirs qui nous sont conférés, lui décernons le Diplôme de fin de scolarité des études universitaires en : SCIENCES ADMINISTRATIVES

Cher Depatlement

En foi de quoi, nous signons ce diplôme sous le Grand Sceau de l'I.H.E.C.E. Port-au-Prince, le 8 Jan vier 2013.

e et Evaluation 4e Président du Conseil

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